Latest
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Worried about Estate Taxes? One Strategy to Try
taxes If your heirs might face a big estate tax bill one day, an irrevocable life insurance trust could help protect your legacy.
taxes -
Learn from My Best and Worst Financial Decisions
retirement It's normal to have financial regrets. I know I do, and I don't mind sharing. Use them as a growing opportunity. And make sure to celebrate your successes along the way, too.
retirement -
Annuity Exchanges, Full or Partial, Boost Flexibility without Creating Taxes
retirement 1035 exchanges let you trade up for a better annuity or trade in unneeded life insurance.
retirement -
What to Know Before Purchasing a Long-Term Care Rider
Long-Term Care Insurance Do you know the difference between a long-term care rider and chronic illness rider? Section 7702B and Section 101(g)? If you're contemplating a life insurance policy or annuity with a long-term care rider, make sure to understand the key terms.
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Life Insurance: Beyond Just Estate Planning
estate planning When it comes to life insurance, many folks don't think they need it, if they consider it at all. In fact, it's a versatile financial tool that can help to build financial wellness now and for the future.
estate planning -
Don't Overlook Advantages of Making Insurance Part of Your Retirement Plan
insurance Life insurance can offer income and saving options for the long term.
insurance -
Is Hybrid Long-Term Care Insurance Right for You?
Long-Term Care Insurance If you hate the idea of paying for long-term care insurance you may never use, a hybrid policy could be for you. The money you paid in premiums doesn’t just evaporate if you never need the benefits: Your heirs could get most of it back as an inheritance.
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Is Your Insurance Hurting You Instead of Helping You?
insurance If you’re not careful to buy the right kind of insurance, keep it in the right place and pay for it in the right way, your good intentions could end up working against you.
insurance -
5 Myths That Could Have You Walking a Financial Tightrope Without a Safety Net
retirement Life insurance is a mystery to most people, but it's an important part of your financial picture, so don't let these common misbeliefs stop you from protecting yourself.
retirement
